Simon Property Group Slides to 362nd in Volume Amid Split Analysts and Mixed Macro Outlooks

On August 1, 2025, Simon Property Group (SPG) closed with a 1.90% decline, trading at a volume of $0.35 billion, ranking 362nd in market activity. The stock’s performance followed a mixed analyst landscape, with conflicting price targets and ratings adjustments shaping investor sentiment.

Recent developments highlight strategic shifts and market positioning. Barclays downgraded SPG to Equalweight amid tariff concerns, while Piper Sandler maintained an Overweight rating, signaling divergent views on macroeconomic risks. Meanwhile, Citi reduced its price target to $170 from $185, and Jefferies raised its target to $178, reflecting ongoing debates about the company’s valuation. A $548.7 million acquisition of Miami’s Brickell City Centre added physical assets but introduced short-term execution risks.

Analyst activity intensified ahead of the August 4 earnings release. With a consensus EPS estimate of $2.15 and a 12.25% projected upside, investors remain focused on guidance clarity. Historical data shows mixed outcomes: a 6.16% drop followed a prior earnings miss, while other quarters saw modest gains. The stock’s 9.05% year-to-date rise contrasts with peers like Kimco Realty, which faces steeper downside risks according to analysts.

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